Stifel Financial
SDFI

Stifel Financial’s AB Short Duration Income ETF SDFI Stock Holding History

Stifel Financial’s Portfolio SDFI Stock Details SDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,372
Closed -$859K – 3565
2024
Q4 		$859K Buy
24,372
+76
+0.3% +$2.7K ﹤0.01% 2349
2024
Q3 		$873K Buy
24,296
+4,414
+22% +$157K ﹤0.01% 2322
2024
Q2 		$700K Buy
+19,882
New +$700K ﹤0.01% 2406

Other funds holding SDFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial's SDFI Position: Q1 2025 in Review

Stifel Financial sold out of AB Short Duration Income ETF (SDFI) in Q1 2025, closing a stake of 24,372 shares — an estimated $859K sold.

Stifel Financial first reported a position in SDFI in Q2 2024 and held it in 3 quarters. The position peaked at $873K in Q3 2024. 10 funds tracked by Wall St. Rank hold SDFI as of Q1 2025.

  • Stifel Financial reported no remaining AB Short Duration Income ETF position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 24,372 AB Short Duration Income ETF shares in Q1 2025, an estimated $859K.
  • Stifel Financial first reported a position in AB Short Duration Income ETF in Q2 2024 and held it in 3 quarters.
  • Stifel Financial's AB Short Duration Income ETF position peaked at $873K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.